How to Create a New Business Plan in CRM

Overview:

This article outlines the steps for creating a new Business Plan in Xvantage for Associates (X4A) CRM. Business Plans are used to document strategic goals, challenges, and opportunities with a partner, and define actionable steps for growth. 

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In Xvantage CRM sidebar menu, navigate to Extensions and click Business Plans.

6. The default view will display Active Business Plans.

7. Click New to create a new business plan.

8. Enter the following information:

   • Business Plan Profile tab:

     • Business Plan Title

     • Account: Enter name or BCN

   • Partner’s Strategy tab:

     • Partner’s Value Proposition

     • Desired Growth Plan

     • Current Challenges

     • Opportunities

     • Services Strategy

   • Action Plan

9. After entering the required information, double-check, then click Save & Close to create the business plan.